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GW&K Investment Management’s Interactive Brokers IBKR Stock Holding History

GW&K Investment Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29K Buy
335
+98
+41% +$8.16K ﹤0.01% 709
2026
Q1 		$16K Buy
237
+46
+24% +$3.28K ﹤0.01% 816
2025
Q4 		$12K Buy
+191
New +$12.8K ﹤0.01% 835

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GW&K Investment Management's IBKR Position: Q2 2026 in Review

GW&K Investment Management increased its Interactive Brokers (IBKR) stake by 41% in Q2 2026, buying an estimated $8.16K and bringing the position to 335 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

GW&K Investment Management first reported a position in IBKR in Q4 2025 and has held it in 3 quarters since. 1,118 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • GW&K Investment Management held 335 shares of Interactive Brokers worth $29K as of Q2 2026.
  • GW&K Investment Management bought 98 Interactive Brokers shares in Q2 2026, an estimated $8.16K.
  • Interactive Brokers made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #709 holding.
  • GW&K Investment Management first reported a position in Interactive Brokers in Q4 2025 and has held it in 3 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.